AG
CFA · CFP
AG
CFA · CFP

Alexander Gangl

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
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Location

100 Pine Street, Suite 2125, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mercer Global Advisors INC.
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
April 2023 - October 2024 · 1 yr 6 mos
Equius Partners, INC.
November 2019 - April 2023 · 3 yrs 5 mos
Wealthspan
May 2018 - January 2020 · 1 yr 8 mos
Private Ocean
October 2012 - January 2018 · 5 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Alexander Gangl - Financial Advisor | TrueAdvisor